Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCRZX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS Z) | 7.93% | 24.57% | 20.33% | 7.67% | 11.30% | 11.96% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCRZX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS Z) | 09/29/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 24.57 | 20.33 | 7.67 | 11.30 | 11.96 | NA | … | … | 7.93 | 14.56 | 25.93 | 24.36 | -23.76 | 13.44 | 9.64 | 25.26 | -3.81 | 24.45 | 7.90 | 1.13 | 15.30 | 33.87 | 15.74 | 5.68 | 8.58 |
| Sharpe Ratio | NA | 1.82 | 1.16 | 0.27 | 0.50 | NA | NA | … | … | 1.24 | 0.61 | 1.74 | 1.57 | -1.00 | 0.63 | 0.27 | 1.81 | -0.30 | 3.31 | 0.57 | 0.07 | 1.32 | 3.00 | 1.21 | 0.25 | 3.21 |
| Standard Deviation(%) | NA | 12.23 | 15.14 | 18.91 | 19.25 | NA | NA | … | … | 13.50 | 19.16 | 12.84 | 13.33 | 25.36 | 21.35 | 34.92 | 13.17 | 17.38 | 7.22 | 13.39 | 15.71 | 11.57 | 11.29 | 13.07 | 22.76 | 11.68 |
| Draw Down(%) | NA | 8.97 | 20.50 | 34.19 | 34.24 | NA | NA | … | … | 8.97 | 20.50 | 8.26 | 10.59 | 24.92 | 16.01 | 34.24 | 8.20 | 19.80 | 2.46 | 11.81 | 12.35 | 7.90 | 5.76 | 10.98 | 17.58 | 3.55 |
| Yield(%) | 0.00 | 11.85 | 11.07 | 5.78 | 7.78 | 9.70 | 8.23 | … | … | 0.00 | 11.77 | 13.63 | 4.93 | 0.80 | 1.23 | 1.33 | 12.03 | 7.81 | 7.34 | 1.63 | 1.53 | 1.45 | 2.42 | 1.85 | 1.06 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCRZX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS Z) |
-1.76%
Dec 2019 – Dec 2022 |
2.70%
Dec 2017 – Dec 2022 |
7.59%
Oct 2013 – Oct 2023 |
10.85%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCRZX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS Z) |
23.87%
Sep 2011 – Sep 2014 |
16.65%
Oct 2016 – Oct 2021 |
15.62%
Sep 2011 – Sep 2021 |
12.00%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart